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Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
1026
Bremer Bank National Association
Minnesota
$239K -$9.79K -75 -4%
SBSB
1027
Sullivan, Bruyette, Speros & Blaney
Virginia
$239K -$4.7K -36 -2%
LC
1028
Lindbrook Capital
California
$239K -$1.57K -12 -0.7%
WT
1029
Washington Trust
Rhode Island
$238K -$40.3K -309 -15%
SAM
1030
Silvercrest Asset Management
New York
$238K +$227K +1,736 New
HC
1031
Henshaw Capital
Massachusetts
$236K +$392 +3 +0.2%
AC
1032
Avestar Capital
New York
$236K -$10.4K -80 -4%
AHB
1033
Abner Herrman & Brock
New Jersey
$235K
MWM
1034
Mission Wealth Management
California
$234K +$223K +1,710 New
CMI
1035
Clare Market Investments
Texas
$231K +$219K +1,681 New
TIA
1036
Tiemann Investment Advisors
California
$230K -$11.1K -85 -5%
OFS
1037
OneAscent Financial Services
Alabama
$230K -$9.4K -72 -4%
NGA
1038
Naples Global Advisors
Florida
$229K +$218K +1,669 New
JWCA
1039
J.W. Coons Advisors
Ohio
$228K -$36.6K -280 -14%
LWM
1040
Laidlaw Wealth Management
New York
$227K -$6.66K -51 -3%
OCM
1041
One Capital Management
California
$225K -$439K -3,366 -67%
VC
1042
Vicus Capital
Pennsylvania
$225K +$214K +1,639 New
LRPA
1043
L. Roy Papp & Associates
Arizona
$225K +$214K +1,640 New
GSBTD
1044
Glenview State Bank Trust Department
Illinois
$225K +$214K +1,641 New
SWM
1045
Stockman Wealth Management
Montana
$224K +$213K +1,635 New
WAS
1046
Wealth Advisory Solutions
Indiana
$223K +$213K +1,629 New
LWA
1047
Lenox Wealth Advisors
New York
$222K +$161K +1,232 +318%
ODCM
1048
Old Dominion Capital Management
Virginia
$222K +$212K +1,621 New
BIAS
1049
Beacon Investment Advisory Services
New Jersey
$221K +$211K +1,615 New
NHC
1050
Nicholas Hoffman & Company
Georgia
$220K +$210K +1,605 New